Established in 1989, CPR Asset Management (FitchRatings AM2-) has built its reputation over the years by delivering superior management of fixed income and balanced funds. Since 2002, they have extended their expertise to equities. The stock selection process is based on a systematic analytical methodology.
In April 2005, various studies were carried out by CPR AM to collate the equity, balanced & fixed income departmentsâ business requirements for performance attribution in order to upgrade its existing information systems. In this context, CPR AM assessed if this was possible using existing systems versus an external software solution. Following gap analysis and a rigorous selection process, BI-SAM Technologies was the best fitting solution for the fund managers & IT teams.
BI-SAM (Business Intelligence Solutions for Asset Management) provides unique integrated & modular Reporting, Performance Attribution and Risk Management software tools to Asset Managers. The Performance Suite is fully integrated with BI-SAM's Reporting Suite for flexible presentation and automated delivery of reports for retail and Institutional clients.
All BI-SAM software suites are integrated and modular so that clients can select the modules they require. Based on a robust open multi-tier J2EE architecture, BI-SAM solutions are easily implemented into existing technical architecture, are scalable and can support high volume in a secure manner.